Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 183 institutions that hold shares in the stock, with a total of 56.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.02 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
5,791,215
shares
|
$206 Million
0.0% of portfolio
|
Q1 2024
Added 4.24%
|
|
Tensile Capital Management LP
Larkspur, CA |
May 15, 2024 Q1 2024 |
4,760,550
shares
|
$170 Million
17.27% of portfolio
|
Q1 2024
Reduced 6.93%
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
4,563,457
shares
|
$163 Million
0.73% of portfolio
|
Q1 2024
Added 3.31%
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2024 Q1 2024 |
3,571,121
shares
|
$127 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
Conestoga Capital Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
2,806,830
shares
|
$100 Million
1.3% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
Legacy Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
2,164,221
shares
|
$77.1 Million
8.71% of portfolio
|
Q1 2024
Reduced 33.3%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
2,073,621
shares
|
$73.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.41%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 01, 2024 Q1 2024 |
1,596,000
shares
|
$56.9 Million
2.79% of portfolio
|
Q4 2023
Reduced 38.52%
|
|
Loomis Sayles & CO L P
|
May 14, 2024 Q1 2024 |
1,528,954
shares
|
$54.5 Million
0.07% of portfolio
|
Q1 2024
Added 10.49%
|
|
Times Square Capital Management, LLC
|
May 07, 2024 Q1 2024 |
1,386,848
shares
|
$49.4 Million
0.64% of portfolio
|
Q1 2024
Added 2.25%
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
May 14, 2024 Q1 2024 |
1,275,087
shares
|
$45.4 Million
3.58% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
1,248,918
shares
|
$44.5 Million
0.0% of portfolio
|
Q1 2024
Added 3.27%
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
May 15, 2024 Q1 2024 |
1,182,340
shares
|
$42.1 Million
1.15% of portfolio
|
Q1 2024
Added 0.47%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
975,670
shares
|
$34.8 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Pembroke Management, LTD
|
May 08, 2024 Q1 2024 |
927,129
shares
|
$33 Million
3.62% of portfolio
|
Q1 2024
Added 255.35%
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2024 Q1 2024 |
849,154
shares
|
$30.3 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
834,027
shares
|
$29.7 Million
0.03% of portfolio
|
Q4 2023
Added 21.74%
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2024 Q1 2024 |
826,280
shares
|
$29.4 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
Aperture Investors, LLC
New York, NY |
May 15, 2024 Q1 2024 |
818,225
shares
|
$29.2 Million
3.72% of portfolio
|
Q1 2024
Added 76.86%
|
|
Granahan Investment Management, LLC
Waltham, MA |
May 15, 2024 Q1 2024 |
739,303
shares
|
$26.3 Million
0.84% of portfolio
|
Q1 2024
Added 11.41%
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 08, 2024 Q1 2024 |
724,037
shares
|
$25.8 Million
0.06% of portfolio
|
Q1 2024
Reduced 45.77%
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2024 Q1 2024 |
712,926
shares
|
$25.4 Million
0.16% of portfolio
|
Q1 2024
Added 13.58%
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
627,585
shares
|
$22.4 Million
0.01% of portfolio
|
Q1 2024
Added 29.84%
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
540,932
shares
|
$19.3 Million
0.0% of portfolio
|
Q1 2024
Added 4.27%
|
|
Vista Equity Partners Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
473,960
shares
|
$16.9 Million
0.4% of portfolio
|
Q1 2024
Reduced 9.22%
|